Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Elliott Financial Group, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Our Focus

Elliott Financial Group was founded on the belief that financial planning should always be client-centric. Elliott Financial Group leverages this core belief by adhering to the fiduciary standard and always acting in the best interests of their clients.

Our Goals

Relationships … not transactions

Our primary goal as financial coaches is to guide you to and through retirement. To do this, we evaluate your risks, find out where you are on the road to retirement, learn about your goals and create a plan to get you there.

As licensed fiduciaries, it’s our legal duty to do what’s best for you; we truly care!

Todd ElliottInvestment Advisor

As the founder of Elliott Financial Group, Todd has been helping people build more secure financial futures for almost two decades. Through his unique client programs, industry experience and constant drive to create tailored financial strategies, Todd has shown thousands of people how to protect and preserve their assets, increase their retirement income and reduce their taxes.

Todd’s understanding of retirees and their needs has been enhanced through the years by getting to know each individual client and what is important to them. Todd’s business and personal life reflect his core belief that success comes from the five F’s: faith, family, finances, fitness and fun.

Todd has been blessed with two wonderful children: Liam and Megan.

Sheila MadrigalPrivate Client Investment Assistant

Sheila is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Sheila got her start in the industry in 1992 and joined Elliott Financial in 2019 after a 27-plus-year career in the financial services industry.

She has an extensive background in investing and banking and retirement planning. During her multiple decades in the business, Sheila developed unique insights and skills she uses to help her clients build their ideal retirement.

Sheila and her husband live in Glendale, Arizona. She loves music, hiking, visiting the ocean and spending time with her four grandchildren, two great-grandkids and four pug dogs.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Fee-based financial planning and investment advisory services are offered by Insight Folios Inc, a Registered Investment Advisor. Insight Folios Inc may only transact business in those States in which it is registered or qualifies for an exemption or exclusion from registration requirements. Insurance products and services are offered through Elliott Financial Group, Inc.Insight Folios Inc and Elliott Financial Group Inc are not affiliated companies. Todd R. Elliott is an Investment Adviser Representative of Insight Folios Inc.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.